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Safest FMCG Bets Before Q2 Results: Goldman Sachs Picks Marico, Tata Consumer
Weak monsoon, costlier inputs and a high base from last year’s GST cuts worry investors, but Goldman Sachs says Marico and Tata Consumer face the lowest risk of an earnings slowdown
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Titan, Lenskart, Marico: Macquarie's Top Consumer Picks As Rural Demand Faces Monsoon Risk
In a consumer sector note dated August 19, Macquarie analyst Avi Mehta said weather agency Skymet's latest forecast points to a weaker monsoon in August and September.
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FMCG Volume Growth Seen Slowing To 4% As War, Weak Monsoon Weigh: Worldpanel
The FMCG sector, which raised prices by about 2-5% in the June quarter, is turning to a mix of selective price increases and shrinkflation - reducing the quantity in packs without proportionately lowering the price - to offset higher input costs.
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Pay More Or Get Less: Biscuits To Tea, Your Grocery Bill Will Rise Again
The industry raised prices by around 2-5 per cent in the June quarter. Now, several major companies are signalling that more rise may be needed.
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Killing Mosquitoes This Monsoon Going To Get More Expensive
Godrej Consumer Products has increased prices of select Good Knight mosquito repellents, HIT insecticides and Cinthol soaps in July as higher palm oil derivatives, chemicals and packaging costs continue to weigh on margin.
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'Britannia, Dabur At Risk': Macquarie Flags Monsoon Risk For Rural Consumer Stocks; Check Top Picks
Macquarie prefers companies with stronger structural growth drivers and relatively better positioning. Its top picks in the consumer space are Titan, Lenskart, Marico and Hindustan Unilever (HUL).
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FMCG To Paints, Fresh Price Increases Loom Across Consumer Staples: Kotak
Kotak estimates show that prices of critical inputs have climbed steeply, with crude oil up 50-60%, palm oil higher by about 15%, and packaging material costs rising 20-25%.
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Not HUL, Not Dabur: This Under-The-Radar FMCG Stock Just Clocked 83% Profit Surge
Bajaj Consumer Care has emerged as a clear outlier, marking a significant turnaround in both top-line and bottom-line performance.
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Stars Finally Aligning For India’s FMCG Story, Says Goldman Sachs — Check Stock Picks
Goldman Sachs also believes that the worst of the earnings cuts for FMCG staples is now over.
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Government Stimulus Not Quite Helping The Mass Consumption Space, Says BofA — Here's Why
BofA remains 'overweight' on the premiumisation theme, noting that upper-middle-income households and wealthy households have enjoyed significant wealth accretion over the last five years.
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FMCG, Auto And Financials Lead Harsha Upadhyaya's Top Picks As Market Sentiment Turns Bullish
On valuations, Upadhyaya believes large caps are far better placed than small caps.
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'Questioning Senior Was Seen As Defiance': Marico Chairman Harsh Mariwala Reflects On Shift In Work Culture
Harsh Mariwala noted that the workplace culture shifted and the new generation brought confidence and more openness.
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ITC Vs Dabur: Which FMCG Stock Should You Bet On After Q2 Results? Here's A Five-Point Analysis
ITC Vs Dabur: On an average, the FMCG stocks have achieved 'hold' and 'accumulate' ratings from brokerages albeit slight trims over their respective target prices.
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'Focus on THESE Stocks…': Morgan Stanley Highlights Sectors To Watch This Earnings Season
Morgan Stanley is expecting low single-digit profit growth for the September quarter as well as high single-digit revenue growth.
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FMCG Q2 Results Calendar: When Will HUL, Nestle India, Dabur India Announce Quarterly Earnings?
Some of these FMCG companies are also expected to announce dividends. Here's all you need to know:
-
Safest FMCG Bets Before Q2 Results: Goldman Sachs Picks Marico, Tata Consumer
Weak monsoon, costlier inputs and a high base from last year’s GST cuts worry investors, but Goldman Sachs says Marico and Tata Consumer face the lowest risk of an earnings slowdown
-
Titan, Lenskart, Marico: Macquarie's Top Consumer Picks As Rural Demand Faces Monsoon Risk
In a consumer sector note dated August 19, Macquarie analyst Avi Mehta said weather agency Skymet's latest forecast points to a weaker monsoon in August and September.
-
FMCG Volume Growth Seen Slowing To 4% As War, Weak Monsoon Weigh: Worldpanel
The FMCG sector, which raised prices by about 2-5% in the June quarter, is turning to a mix of selective price increases and shrinkflation - reducing the quantity in packs without proportionately lowering the price - to offset higher input costs.
-
Pay More Or Get Less: Biscuits To Tea, Your Grocery Bill Will Rise Again
The industry raised prices by around 2-5 per cent in the June quarter. Now, several major companies are signalling that more rise may be needed.
-
Killing Mosquitoes This Monsoon Going To Get More Expensive
Godrej Consumer Products has increased prices of select Good Knight mosquito repellents, HIT insecticides and Cinthol soaps in July as higher palm oil derivatives, chemicals and packaging costs continue to weigh on margin.
-
'Britannia, Dabur At Risk': Macquarie Flags Monsoon Risk For Rural Consumer Stocks; Check Top Picks
Macquarie prefers companies with stronger structural growth drivers and relatively better positioning. Its top picks in the consumer space are Titan, Lenskart, Marico and Hindustan Unilever (HUL).
-
FMCG To Paints, Fresh Price Increases Loom Across Consumer Staples: Kotak
Kotak estimates show that prices of critical inputs have climbed steeply, with crude oil up 50-60%, palm oil higher by about 15%, and packaging material costs rising 20-25%.
-
Not HUL, Not Dabur: This Under-The-Radar FMCG Stock Just Clocked 83% Profit Surge
Bajaj Consumer Care has emerged as a clear outlier, marking a significant turnaround in both top-line and bottom-line performance.
-
Stars Finally Aligning For India’s FMCG Story, Says Goldman Sachs — Check Stock Picks
Goldman Sachs also believes that the worst of the earnings cuts for FMCG staples is now over.
-
Government Stimulus Not Quite Helping The Mass Consumption Space, Says BofA — Here's Why
BofA remains 'overweight' on the premiumisation theme, noting that upper-middle-income households and wealthy households have enjoyed significant wealth accretion over the last five years.
-
FMCG, Auto And Financials Lead Harsha Upadhyaya's Top Picks As Market Sentiment Turns Bullish
On valuations, Upadhyaya believes large caps are far better placed than small caps.
-
'Questioning Senior Was Seen As Defiance': Marico Chairman Harsh Mariwala Reflects On Shift In Work Culture
Harsh Mariwala noted that the workplace culture shifted and the new generation brought confidence and more openness.
-
ITC Vs Dabur: Which FMCG Stock Should You Bet On After Q2 Results? Here's A Five-Point Analysis
ITC Vs Dabur: On an average, the FMCG stocks have achieved 'hold' and 'accumulate' ratings from brokerages albeit slight trims over their respective target prices.
-
'Focus on THESE Stocks…': Morgan Stanley Highlights Sectors To Watch This Earnings Season
Morgan Stanley is expecting low single-digit profit growth for the September quarter as well as high single-digit revenue growth.
-
FMCG Q2 Results Calendar: When Will HUL, Nestle India, Dabur India Announce Quarterly Earnings?
Some of these FMCG companies are also expected to announce dividends. Here's all you need to know:
